GOODNOW INVESTMENT GROUP, LLC Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$533.7B
Holdings
30
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZBRAZEBRA TECHNOLOGIES CORP | 502,879 | $70.0B | 13.11% | |
| 2 | CACCCREDIT ACCEP CORP MICH | 172,059 | $56.9B | 10.65% | |
| 3 | GWRUSDGENESEE & WYO INC | 580,427 | $41.1B | 7.70% | |
| 4 | CVNACARVANA CO | 1,687,781 | $38.7B | 7.25% | |
| 5 | —STRAYER ED INC | 382,529 | $38.7B | 7.24% | |
| 6 | ETSYETSY INC | 1,347,488 | $37.8B | 7.08% | |
| 7 | 2362120DSINCLAIR BROADCAST GROUP INC | 1,186,205 | $37.1B | 6.96% | |
| 8 | BFHALLIANCE DATA SYSTEMS CORP | 123,320 | $26.3B | 4.92% | |
| 9 | GLPIGAMING & LEISURE PPTYS INC | 700,045 | $23.4B | 4.39% | |
| 10 | PYPLPAYPAL HLDGS INC | 304,774 | $23.1B | 4.33% | |
| 11 | SEICSEI INVESTMENTS CO | 267,025 | $20.0B | 3.75% | |
| 12 | WWAYFAIR INC | 285,640 | $19.3B | 3.61% | |
| 13 | STSENSATA TECHNOLOGIES HLDNG P | 346,405 | $18.0B | 3.36% | |
| 14 | AYRAIRCASTLE LTD | 828,405 | $16.5B | 3.08% | |
| 15 | VISNCOMMSCOPE HLDG CO INC | 388,352 | $15.5B | 2.91% | |
| 16 | —GARDNER DENVER HLDGS INC | 411,400 | $12.6B | 2.36% | |
| 17 | AXTAAXALTA COATING SYS LTD | 278,166 | $8.4B | 1.57% | |
| 18 | DLTRDOLLAR TREE INC | 68,055 | $6.5B | 1.21% | |
| 19 | CMCSACOMCAST CORP NEW | 171,170 | $5.8B | 1.10% | |
| 20 | DISCKUSDDISCOVERY COMMUNICATNS NEW | 270,995 | $5.3B | 0.99% | |
| 21 | IQVIQVIA HLDGS INC | 44,900 | $4.4B | 0.83% | |
| 22 | YELPYELP INC | 53,520 | $2.2B | 0.42% | |
| 23 | —CIMPRESS N V | 11,746 | $1.8B | 0.34% | |
| 24 | CBZCBIZ INC | 58,278 | $1.1B | 0.20% | |
| 25 | FLRFLUOR CORP NEW | 14,945 | $855.0M | 0.16% | |
| 26 | ULTAULTA BEAUTY INC | 2,980 | $609.0M | 0.11% | |
| 27 | LENLENNAR CORP | 9,920 | $585.0M | 0.11% | |
| 28 | VMCVULCAN MATLS CO | 4,960 | $566.0M | 0.11% | |
| 29 | APTVAPTIV PLC | 4,960 | $421.0M | 0.08% | |
| 30 | 7SUSUMMIT MATLS INC | 9,920 | $300.0M | 0.06% |